Sasol Limited

OTCPK:SASO.F Stock Report

Market Cap: US$3.2b

Sasol Valuation

Is SASO.F undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of SASO.F when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: SASO.F ($5.04) is trading above our estimate of fair value ($4.88)

Significantly Below Fair Value: SASO.F is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for SASO.F?

Key metric: As SASO.F is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for SASO.F. This is calculated by dividing SASO.F's market cap by their current revenue.
What is SASO.F's PS Ratio?
PS Ratio0.2x
SalesR275.11b
Market CapR58.03b

Price to Sales Ratio vs Peers

How does SASO.F's PS Ratio compare to its peers?

The above table shows the PS ratio for SASO.F vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average1x
CC Chemours
0.6x4.8%US$3.3b
HUN Huntsman
0.6x5.5%US$3.4b
LXU LSB Industries
1.2x5.7%US$625.3m
IOSP Innospec
1.6x3.3%US$2.9b
SASO.F Sasol
0.2x3.1%US$58.0b

Price-To-Sales vs Peers: SASO.F is good value based on its Price-To-Sales Ratio (0.2x) compared to the peer average (1x).

Price to Sales Ratio vs Industry

How does SASO.F's PS Ratio compare vs other companies in the US Chemicals Industry?

12 CompaniesPrice / SalesEstimated GrowthMarket Cap
Industry Avg.1.5x4.6%
SASO.F Sasol
 0.2x3.1%US$3.19b
TSE Trinseo
0.04x4.1%US$157.18m
ALTO Alto Ingredients
0.1x3.1%US$108.07m
SASO.F 0.2xIndustry Avg. 1.5xNo. of Companies16PS01.22.43.64.86+
12 CompaniesEstimated GrowthMarket Cap
Industry Avg.1.5x17.0%
SASO.F Sasol
 0.2x71.1%US$3.19b
No more companies

Price-To-Sales vs Industry: SASO.F is good value based on its Price-To-Sales Ratio (0.2x) compared to the US Chemicals industry average (1.5x).

Price to Sales Ratio vs Fair Ratio

What is SASO.F's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

SASO.F PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio0.2x
Fair PS Ration/a

Price-To-Sales vs Fair Ratio: Insufficient data to calculate SASO.F's Price-To-Sales Fair Ratio for valuation analysis.

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst SASO.F forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Currentn/a
US$9.98
0%
20.0%US$12.74US$6.37n/a9
Nov ’25US$5.89
US$10.48
+78.1%
20.6%US$13.59US$6.51n/a8
Oct ’25US$6.71
US$11.09
+65.4%
18.4%US$13.70US$8.10n/a8
Sep ’25n/a
US$11.13
0%
19.0%US$14.58US$7.96n/a8
Aug ’25n/a
US$10.97
0%
19.9%US$14.16US$7.73n/a8
Jul ’25US$7.32
US$11.62
+58.7%
22.6%US$15.41US$7.79n/a8
Jun ’25n/a
US$11.53
0%
22.3%US$15.25US$7.71n/a8
May ’25US$7.18
US$11.29
+57.1%
22.3%US$14.93US$7.55n/a8
Apr ’25US$7.39
US$11.60
+56.9%
21.4%US$15.00US$7.58n/a8
Mar ’25US$7.43
US$11.99
+61.4%
22.8%US$14.72US$7.44n/a8
Feb ’25n/a
US$14.33
0%
15.5%US$18.59US$9.89n/a9
Jan ’25n/a
US$15.18
0%
11.2%US$18.90US$13.38n/a9
Dec ’24n/a
US$15.19
0%
12.1%US$18.35US$13.00n/a9
Nov ’24US$13.06
US$16.15
+23.7%
9.9%US$18.68US$13.39US$5.899
Oct ’24n/a
US$15.78
0%
9.9%US$18.18US$13.03US$6.719
Sep ’24US$13.27
US$16.45
+24.0%
7.5%US$18.51US$14.18n/a9
Aug ’24US$13.91
US$17.90
+28.7%
11.2%US$22.67US$15.06n/a9
Jul ’24US$12.60
US$16.98
+34.7%
11.7%US$21.20US$14.08US$7.328
Jun ’24US$11.80
US$17.09
+44.9%
10.6%US$19.88US$13.72n/a8
May ’24US$12.51
US$18.77
+50.0%
12.8%US$23.97US$15.05US$7.188
Apr ’24US$13.36
US$18.77
+40.5%
12.8%US$23.97US$15.05US$7.398
Mar ’24n/a
US$20.31
0%
20.7%US$30.33US$15.17US$7.439
Feb ’24US$18.10
US$22.60
+24.9%
17.9%US$32.15US$16.95n/a9
Jan ’24US$15.48
US$22.58
+45.9%
21.6%US$34.73US$16.79n/a9
Dec ’23US$15.72
US$22.65
+44.1%
20.4%US$34.11US$16.49n/a9
Nov ’23US$17.50
US$22.06
+26.1%
20.3%US$33.00US$16.50US$13.068

Analyst Forecast: Target price is more than 20% higher than the current share price, but analysts are not within a statistically confident range of agreement.

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